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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
Filed as: EMPOWER TRUST COMPANY LLC Service code 64 · EIN 93-1225432 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Filed as: MERRILL LYNCH PIERCE FENNER & .00 S Service code 27 · EIN 93-1225432 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $0 |
Filed as: NATIONAL BENEFIT SERVICES INC Service code 13 · EIN 36-2998347 300 W ADAMS STE 415 · CHICAGO, IL 60606 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,023 | $29,736+38.0% | $56,033-26.8% | $80,935-49.3% |
| Participation rate | 78.0% | 41.7%+36.3pp | 52.5%+25.5pp | 67.7%+10.4pp |
| Annual return | 14.23% | 35.28%-21.0pp | 1711.38%-1697.2pp | 35.66%-21.4pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $556 | $1,228-54.8% | $1,954-71.6% | $4,299-87.1% |
| Admin fee / account holder | $385 | $2,434-84.2% | $2,827-86.4% | $6,924-94.4% |